
Antoine Mariaux
Journalist

Wall Street stumbles under the rates-oil cocktail
Nearly 90 minutes after the New York Stock Exchange opens, the major indexes are in the red as investors contend with rising oil prices and bond yields that keep tightening. The Nasdaq and the Dow Jones are down 0.4% while the S&P 500 is off 0.2%.
September 24, 2026 at 11:15 am

D.A.T.E. closes its IPO with 20.1m in demand
At the end of the subscription period, which closed today, the specialist in thermal solutions for extreme environments raised 12.6m to accelerate its development in Defense and advanced technologies. Total demand reached 20.1m, or 1.8 times the amount of the initial offer. The shares will make their debut on Euronext Growth this Friday.
September 22, 2026 at 12:14 pm
European defense: BofA names its top picks
The European defense cycle is not short of ammunition. That, at least, is the view of Bank of America analysts, who expect the sector to post solid growth through 2030. The momentum, however, is set to shift towards air defense, missiles and radars, to the detriment of munitions.
September 22, 2026 at 08:20 am

AfD's surge in Germany: what are the consequences for the markets?
Friedrich Merz's government emerged weakened by the rise of the extreme right in Germany last weekend. The AfD's momentum could complicate the rollout of reforms aimed at reviving a struggling German economy.
September 22, 2026 at 05:33 am
Market more cautious as TUI narrows its operating profit outlook
The German tour operator has tightened its constant-currency guidance for underlying 2026 EBIT to EUR1.2bn-EUR1.3bn. The new midpoint is nonetheless unchanged and close to consensus. Still, this morning the market is cautious, with the stock down nearly 1.4% in Frankfurt. The group also did not address higher fuel prices, even though only 39% of its summer 2027 needs are hedged…
September 22, 2026 at 04:48 am

European defense: analysts aren't backing down, targeting three stocks
After several months of consolidation in European defense stocks, analysts are not retreating. Morgan Stanley, RBC Capital Markets, Bernstein, Morningstar and AlphaValue continue to bet on a rearmament cycle expected to last for years. And while the surge in budgets is now a given, attention is shifting to orders, industrial capacity and margins. The question now is which manufacturers will capture this windfall most effectively. On that front, many eyes are turning to Rheinmetall, Leonardo and Thales…
September 21, 2026 at 05:26 am
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